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FUNDSMITH PARTNERS US LLC
CRD 343726File 801-137231
APPROVED-120
Custody
Filing as of Aug 5, 2026
Feed vintage Sep 8, 2026
Regulatory AUM
$435.3M
Below cohort median (national)
Discretionary AUM
$435.3M
Clients
2
2 accounts
Employees
7
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 3, 2026
- Principal office
- 46 SOUTHFIELD AVENUE, SUITE 205, STAMFORD, CT, 06902
- Phone
- 203-594-1863
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $435.3M
- Discretionary AUM
- $435.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $217.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $435.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF AFFILIATE'S MANAGEMENT FEE - SEE SCHEDULE D MISC.
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 4, 2026 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FUNDSMITH PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FUNDSMITH PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.